Create integrations between Kunversion+ and Workbooks CRM to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItNew Case
Triggers when a new case is created.
Try ItNew Person
Triggers when a new person is created.
Try ItPosted Credit Note
Triggers when a credit note is posted.
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Email Address
Phone Number
Full Name
First Name
Last Name
Hashtag
Referrer
Note
Lead's Price Point
Lead's Interested Area
Status
Seller Info - Address
Seller Info - City
Seller Info - State
Seller Info - Zip Code
Seller Info - Unit Number
Seller Info - Valuation
Seller Info - Beds
Seller Info - Baths
Seller Info - Interior Square FT
New Organisation
Triggers when a new organisation is created.
Try ItNew Sales Lead
Triggers when a new sales lead is created.
Try ItPosted Invoice
Triggers when an invoice is complete and its status posted.
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